Today (April 28), A-Shares fluctuated widely, the stock index fell back when 3000 points were blocked, and the correction of gem was obvious. On the disk, coal, energy metals, aerospace, photovoltaic, real estate, banking, engineering construction and other industries led the increase, while education, food and beverage, agriculture, animal husbandry, feeding and fishing, medical devices, securities, software development, automobile services, decoration, tourism hotels, games and other industries fell sharply. In terms of theme stocks, Alzheimer’s and the same right to rent and sell led the rise; Aquaculture, the concept of prefabricated vegetables, virtual power plant, NFT concept, dairy industry, vocational education, chicken concept, digital currency, electronic ID card, covid-19 detection, etc. led the decline.
The dailylimit
On the 28day of the 28day day, the real estate sector is a 28 day sector with a 28 day rally on the 28 day day of the 28 day sector of the real estate sector. The real estate sector has a rising force on the 28 day of the 28 day of the 28 day of the 28 day of the 28 day sector, and the real estate sector. The real estate sector has a rising force on the 28 day of the 28 day of the 28 day of the 28 day of the 28 day of the day of the 28 day of the day of the 28 day of the 28 day, and as of the time of the release, the Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) 002, and the Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) 305of the 305 , Shandong Xinneng Taishan Power Generation Co.Ltd(000720) and more than 10 shares rose.
For the real estate sector, Capital Securities pointed out that the current decline in industry fundamentals continued. Since April, the sales area of high-frequency data in key cities has decreased by 53.2% year-on-year, and the decline has continued to expand. Recently, under the framework of urban implementation, demand side support policies have been accelerated. Taizhou, Longyan, Yancheng and Suzhou have reduced the down payment ratio and increased the loan amount at the provident fund level. Housing loan interest rates in many places in Guangdong and around Beijing have been reduced. Recently, the policy introduction intensity under the framework of urban policy implementation has increased significantly, and the scope of cities involved has been further extended to some second tier cities, but generally speaking, the scope and intensity of easing still have great room for improvement.
Citic Securities Company Limited(600030) believes that the key variable affecting the relative income of the real estate industry is not the fundamentals, but the policy trend. In April, affected by the epidemic, sales fell more year-on-year, with stronger macroeconomic uncertainty. It is expected that a stronger urban implementation strategy is brewing. With the change of industry competition pattern, enterprises with both credit and efficiency have investment value. Recommend Poly Developments And Holdings Group Co.Ltd(600048) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) , Vanke enterprise, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Midea real estate, Greentown China, China Resources Land and Longhu group.
Australian lithium miner Pilbara’s first auction results in the year transaction price is 5650 USD / tons (with shares)
It is reported that Pilbara, an Australian lithium miner, conducted the first lithium concentrate auction in 2022 on April 27, Beijing time, with a transaction price of US $5650 / ton, which is in line with market expectations. The auction totaled 5000 tons. According to the calculation of Longzhong information, combined with the freight of 90 US dollars / ton, the cost of lithium carbonate is about 380000 Yuan / ton.
Huaan Securities Co.Ltd(600909) pointed out that the supply and demand of market mechanism determines the trend of lithium price, and the demand structure and growth support the persistence of high lithium price, with remarkable performance. In the process of price change and cost transmission, the relationship between supply and demand is the decisive factor of lithium price under the background of market mechanism. The two major cycles in the history of lithium industry are mainly driven by the application of downstream consumer products. Since the third quarter of 2020, under the outbreak of new energy vehicle industry chain and the future market demand for high-capacity energy storage, with the changes of lithium demand structure and growth logic, the lithium industry will show strong growth supported by the great development of new energy. The core of the fundamentals supporting the current round of lithium price rise lies in the significant change of demand side structure and growth logic. Lithium supply may become the decisive factor for the release of capacity in the middle and lower reaches. The high sustainability of lithium price has solid fundamental support and profits move up.
Northeast Securities Co.Ltd(000686) believes that the prosperity of lithium industry may exceed expectations. In terms of supply, there are few deterministic supply increments, many overseas lithium resource projects under construction are in early stages, and the government is cautious about the development of lithium resources, so the supply situation may be more tense in the future. In terms of demand, new energy vehicles have entered a stage of rapid development, energy storage lithium batteries will usher in an explosion period, and electric vehicles + energy storage will contribute to the core increment in the future. In conclusion, the contradiction between supply and demand in the lithium industry may exist for a long time, and we are optimistic about the long-term high prosperity of “white oil” lithium resources. The target allocation value with strong performance release certainty and significant marginal improvement is highlighted. Related to the related subject of the related related related related related related to the related related related related to the following: Youngy Co.Ltd(002192) \ , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Tibet Mineral Development Co.Ltd(000762) , Tibet Urban Development And Investment Co.Ltd(600773) , Tibet Summit Resources Co.Ltd(600338) , etc.
where is the safe haven? In the first quarterly report of public offering, the proportion of bank shares held by big banks were significantly increased
From the position adjustment path of star fund managers reflected in the first quarterly report of public offering, many fund managers increased their positions in bank stocks in the first quarter, including Jiao Wei, Wang Zonghe and other well-known fund managers also increased their positions in bank stocks in the first quarter.
Among them, Jiao Wei of Yinhua Fund reflected in the first quarterly report and said that he was aware of the importance of valuation and marginal changes to most companies in the portfolio, no longer adhered to the creed of resolutely not selling good companies, but changed to dynamic balance. Looking back at last year’s high point, when many PE of holding companies reached the triple digits, they not only needed to make up for the lengthening of the denominator of the income DCF, but also the anti vulnerability of the portfolio became volatile due to the lack of valuation protection. Jiao Wei said that for this reason, it increased the allocation of bank shares in the first quarter.
According to the quarterly report of several funds under Penghua Fund. From the previous list of top ten heavyweight stocks, Penghua ingenuity selection and Penghua innovation managed by Wang Zonghe are also overweight bank stocks in the future, and they are highly favored by Bank Of Ningbo Co.Ltd(002142) .
In the first quarter, Penghua selected with ingenuity to increase its holdings of Bank Of Ningbo Co.Ltd(002142) more than 6.54 million shares, thus Bank Of Ningbo Co.Ltd(002142) also rose from the eighth largest heavy position stock to the largest heavy position stock of the fund, up 7 places from the end of the previous quarter China Construction Bank Corporation(601939) , Industrial And Commercial Bank Of China Limited(601398) , etc. are the list of the top ten heavyweight stocks selected by Penghua.
In addition, as of the end of the first quarter, among the top ten heavyweight stocks of Penghua innovation in the future, bank stocks occupied 5 seats, of which China Merchants Bank Co.Ltd(600036) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , Industrial And Commercial Bank Of China Limited(601398) 4 bank stocks newly entered the top ten heavyweight stocks of the fund, and Bank Of Ningbo Co.Ltd(002142) gained nearly 4 million shares.
another heavy profit! The national Standing Committee proposed to strengthen the assistance to freight operators
On April 27, the executive meeting of the State Council pointed out that it is necessary to strengthen the assistance to freight operators. From May 1 to the end of the year, the qualified express delivery income will be exempted from value-added tax. Launch 100 billion yuan of refinancing as soon as possible to support the financing of logistics, warehousing and other enterprises. Reasonably support the extension of auto loan repayment.
The agency pointed out that the policy level attaches great importance to logistics guarantee and supply, and actively expresses its position and promotes logistics recovery, which reflects that the macro policy synergy of stable growth and stable expectation is increasing. After experiencing the severe test of this round of epidemic, the national and Shanghai prevention and control policies have been gradually refined and rationalized, and more attention has been paid to the importance of logistics stability. The e-commerce platform will resume operation, the logistics nodes and employees will be opened and reworked one after another, the problem of truck traffic will also be alleviated, and the overall judgment of express logistics will usher in the turning point of recovery.
Statistics show that among relevant listed companies: Cmst Development Co.Ltd(600787) warehousing network covers Asia, Europe, America and other major economic regions in the world, and has invested and operated logistics parks in more than 20 provinces, municipalities and autonomous regions of China Cts International Logistics Corporation Limited(603128) logistics service network covers more than 160 countries and regions in the world.
new medical infrastructure can not be ignored regional medical center construction will cover all provinces (with shares)
The national development and Reform Commission and other three departments issued the notice on orderly expanding the construction work plan of national regional medical centers. By the end of 2022, the national planning and layout will be basically completed, and the construction of national regional medical centers will strive to cover all provinces in the country.
Since 2021, China’s provinces and cities have issued a number of hospital construction plans, such as Shenzhen, Xi’an, Suzhou and other places. According to the tracking of multiple third-party data, the relevant infrastructure volume has increased significantly in 2021. It is pointed out that the 14th five year plan requires 7.4-7.5 beds for 1000 people by 2025, and there is still a shortage of 13161456000 beds. According to the calculation of financial expenditure and the planned number of hospitals, the market capacity of new medical infrastructure is nearly trillion, and relevant companies will usher in a business cycle.
Statistics show that among relevant listed companies: Winning Health Technology Group Co.Ltd(300253) is the enterprise with the largest market share of hospital core management system in China, and relevant products can meet the diversified needs of different types of customers such as large and medium-sized single hospitals, regional medical centers and grass-roots medical institutions Strait Innovation Internet Co.Ltd(300300) smart medical service is a development model of building a regional in-depth medical consortium by taking Internet medical as the core, connecting medium and grass-roots medical scenes as the link, and driving industrial ecology with new technology and data as the means.
